Seamless.AI can import all of your contacts and companies found in the platform directly into Outreach... in one-click. We are also adding more new CRM Integrations soon, so if you are not a Outreach user, stay tuned!
We also have many other great integrations to check out. You can see the full list here.
Pro-tip: If you already have the Outreach integration installed and need help customizing your field mapping, you can skip ahead to this article on CRM field mapping.
Listed below is everything you need to get started with importing your contacts and companies into Outreach.
Connecting your Outreach Account
To add Seamless to Outreach, visit https://login.seamless.ai/settings/connected_apps and select Outreach. Then follow the simple prompts to connect your Outreach CRM.
Setup, Update and/or edit your CRM Settings
Simply complete setup of your CRM settings following the options, and you are ready to start importing directly to Outreach!
Note - Ensure you setup all mappings to confirm that all fields from Seamless are mapped to the proper fields within Outreach.
To setup a lead source with Seamless.AI so that you know which contacts are coming from the platform you will want to create a custom field mapping as shown below. Your 'Custom 1' field can be different depending on your specific use case and setup.
Now you can import contacts directly into Outreach in one click!
Importing your contacts into Outreach automatically:
- Navigate to Settings > CRM Setup - https://login.seamless.ai/settings/crm
- You can easily import all of your contacts into your favorite CRM automatically. Simply find the setting that says: Automatically import to Outreach and select YES
- Click Save once all settings are setup as needed
- Once saved, Seamless.AI will now import all companies and contacts immediately when you FIND those contacts from Seamless.AI!
- Seamless.AI will also automatically check for duplicates on contacts and companies.
To Import Multiple or All Contacts to CRM
- Select multiple contacts to mass import to CRM using the checkboxes on the left of your My Contacts or My Companies list
- Click Import Selected, Import Filtered or Import All to mass import multiple contacts or companies
- Once the CRM icon is filled in (color change from gray to purple) your Contact or Company is imported into your CRM, automating data entry pressing one button
- You can also click directly on that icon and navigate to that record in your CRM!
*Please note if you see a Red or Yellow Flag further input is required.
- Click on any red flag to observe and correct an error. Most commonly you must reconnect your CRM. Follow these instructions here to Add to CRM.
- Click on any yellow flag to review Seamless.AI duplicate checking
*Please note you will be given the options to add a new Account or append to an existing Account. Once you make a selection Seamless.AI will update this record
CRM Importing Duplicate Tracking:
Our direct integration with Outreach comes with pre-set field mapping options. For more detail on how to customize those mappings, you can refer to this article on CRM field mapping.
What other CRM Integrations do you have?
Other CRM Integrations:
- Salesforce CRM Direct Integration
- Zapier automations to connect Seamless.AI to your CRMs
- Hubspot CRM Direct Integration
Seamless.AI is already building new CRM integrations (and more), so stay tuned for future integrations!